2. Ohio Articulation and Transfer Tools Update February 22, 2007

3. TAG Point Persons2 Data Driven Tools Approved Course Bulletin Board – already shown Approved Course Bulletin Board – already shown Surveys for TAG improvement Surveys for TAG improvement TAG Course Management System TAG Course Management System Articulation and Transfer Clearinghouse Articulation and Transfer Clearinghouse

4. February 22, 2007TAG Point Persons3 Survey Tools Use of short surveys for TAG Panel support Use of short surveys for TAG Panel support Data collection for Articulation and Transfer Clearinghouse Data collection for Articulation and Transfer Clearinghouse Other needs that may arise Other needs that may arise www.surveymonkey.com www.surveymonkey.com

5. February 22, 2007TAG Point Persons4 Business TAG OAN Survey Purpose: to determine which 4-year institutions do and do not require course work corresponding to Business TAG OANs Purpose: to determine which 4-year institutions do and do not require course work corresponding to Business TAG OANs Asked about courses required, offered, not offered Asked about courses required, offered, not offered Results available at: http://www.surveymonkey.com/Report.asp? U=320463223800 Results available at: http://www.surveymonkey.com/Report.asp? U=320463223800

6. February 22, 2007TAG Point Persons5 Business TAG Survey Results (as of 2/21/07)

7. February 22, 2007TAG Point Persons6 Business TAG Survey Results - 2

8. February 22, 2007TAG Point Persons7 TAG Course Management System Management of TAG and OAN information Management of TAG and OAN information On-line submission of course materials, matching information, and withdrawals On-line submission of course materials, matching information, and withdrawals On-line support of materials reviews On-line support of materials reviews Integrated support of review rubrics Integrated support of review rubrics Extendable to other initiatives – e.g. CT2, Stackables, and AP Credits Extendable to other initiatives – e.g. CT2, Stackables, and AP Credits

9. February 22, 2007TAG Point Persons8 TAG and OAN Information TAG description TAG description –Transfer Module recommendations –Major requirements OAN description OAN description –Credits –Prerequisites –Learning Outcomes

10. February 22, 2007TAG Point Persons9 On-line submission of institutional information Course materials – create a TAG course catalog or inventory Course materials – create a TAG course catalog or inventory Match – use the inventory to create matches and submit for review Match – use the inventory to create matches and submit for review –Closely align submission data with learning outcomes and review rubric Withdrawal – submission of withdrawal notifications Withdrawal – submission of withdrawal notifications All forms are web-based under password – protection All forms are web-based under password – protection –Only your institution’s work

11. February 22, 2007TAG Point Persons10 On-line support of materials reviews Web-based course material reviews Web-based course material reviews Rubrics integrated into the process Rubrics integrated into the process Electronic workflow Electronic workflow –Notification of new submissions –Reminders Dispositions submitted electronically Dispositions submitted electronically Secure Secure –Only your panel’s work –Dispositions under control of point person Flows into Clearinghouse, Bulletin Board, etc. Flows into Clearinghouse, Bulletin Board, etc.

12. February 22, 2007TAG Point Persons11 Reporting Browse and retrieve course materials Browse and retrieve course materials Status reporting Status reporting –Statistics –Indexes By panel/TAG By panel/TAG By institution By institution

13. February 22, 2007TAG Point Persons12 How will we get there? Create two advisory groups Create two advisory groups –Submitters –Panel members Quick exploratory study Quick exploratory study Iterative development methodology Iterative development methodology

14. February 22, 2007TAG Point Persons13 Articulation and Transfer Clearinghouse Why is Ohio Doing an Articulation and Transfer Clearinghouse? Why is Ohio Doing an Articulation and Transfer Clearinghouse? What is the Articulation and Transfer Clearinghouse? What is the Articulation and Transfer Clearinghouse? How will it work? How will it work? How will we implement it? How will we implement it?

15. February 22, 2007TAG Point Persons14 What is the Articulation and Transfer Clearinghouse (ATC)? The ATC establishes a statewide transfer support mechanism to The ATC establishes a statewide transfer support mechanism to –Securely move electronic transcripts between the state-supported institutions using nationally accepted standards –Consistently apply the state-wide Articulation and Transfer course equivalencies established through TAGs, OANs, and review processes –Flexibly respond to changes in policies, curriculum, and technology

16. February 22, 2007TAG Point Persons15 Why do I need the ATC? Facilitate routing of electronic transcripts in nationally accepted, standard format Facilitate routing of electronic transcripts in nationally accepted, standard format –PESC XML with Ohio implementation details Off-load institutional complexity in application of course equivalency rules Off-load institutional complexity in application of course equivalency rules Consistently and comprehensively apply the rules based on latest faculty panel decisions Consistently and comprehensively apply the rules based on latest faculty panel decisions

17. February 22, 2007TAG Point Persons16 Course Mapping Example Suppose OSU has indicated that MATH123 matches the learning outcomes of OTM001 Suppose OSU has indicated that MATH123 matches the learning outcomes of OTM001 Suppose CSCC has indicated that MTH 166 matches the learning outcomes of OTM001 Suppose CSCC has indicated that MTH 166 matches the learning outcomes of OTM001 Suppose WSUN has indicated that MTHM101 and MTHM102 together match the learning outcomes of OTM001 Suppose WSUN has indicated that MTHM101 and MTHM102 together match the learning outcomes of OTM001 WSUN also has indicated that MTHM200 matches the learning outcomes of OTM 001 WSUN also has indicated that MTHM200 matches the learning outcomes of OTM 001 Suppose the Math Panel approves all these matches starting WI06 Suppose the Math Panel approves all these matches starting WI06 Suppose I take MTH166 at CSCC in AU2005 – no match! Suppose I take MTH166 at CSCC in AU2005 – no match! Suppose I take MTH166 at CSCC in WI2006 and apply to transfer to WSU and OSU after SP2006 Suppose I take MTH166 at CSCC in WI2006 and apply to transfer to WSU and OSU after SP2006 ATC supplements my transcript destined for OSU with OTM001 and MATH123 information ATC supplements my transcript destined for OSU with OTM001 and MATH123 information ATC supplements my transcript destined for WSUN with OTM001 and MTHM101 and MTHM102 information as well as MTHM200 ATC supplements my transcript destined for WSUN with OTM001 and MTHM101 and MTHM102 information as well as MTHM200

18. February 22, 2007TAG Point Persons17 Doesn’t CAS already do this? CAS provides similar information for planning purposes CAS provides similar information for planning purposes ATC provides support for official transcript exchange when a student moves between campuses ATC provides support for official transcript exchange when a student moves between campuses We will continue to address the overall Ohio Transfer and Articulation Architecture with CAS We will continue to address the overall Ohio Transfer and Articulation Architecture with CAS

19. February 22, 2007TAG Point Persons18 Delivery of functionality Production – Pilot appx. 3/1/07, production appx. 4/1/07 Production – Pilot appx. 3/1/07, production appx. 4/1/07 –Web page to send transcript –Web service to send transcript –Web page to receive transcript –User interface –Security model –Electronic communication – email June Update June Update –Acknowledgement to source institution that transcript was received and processed by destination –Full Security Model –Institutional Configuration User Interface Course equivalency in supplement – Pilot appx. 7/1/07, production appx. 8/1/07 Course equivalency in supplement – Pilot appx. 7/1/07, production appx. 8/1/07 TBD - Ohio Transfer Module in supplement TBD - Ohio Transfer Module in supplement Further enhancements… Further enhancements…

20. Today’s process

21. Long term new process

22. February 22, 2007TAG Point Persons21 Demonstration Scenario Gabriella Settle (not a real student) has requested her transcript be sent from Lorain County Community College to the University of Cincinnati via Lorain’s web site Gabriella Settle (not a real student) has requested her transcript be sent from Lorain County Community College to the University of Cincinnati via Lorain’s web site Request has been received in Lorain’s Records Office. Request has been received in Lorain’s Records Office.

23. February 22, 2007TAG Point Persons22 Business Processes At Lorain At Lorain –Records office will clear student’s accounts clear student’s accounts initiate an electronic process to extract student data from Lorain’s Jenzabar TE Student Information System, format the transcript in the agreed upon standard, and deliver it to the Central Clearinghouse via a web service call initiate an electronic process to extract student data from Lorain’s Jenzabar TE Student Information System, format the transcript in the agreed upon standard, and deliver it to the Central Clearinghouse via a web service call At Cincinnati At Cincinnati –Registrar’s Office will periodically log onto the Central Clearinghouse to see if any transcripts are available to view or download via a web page interface.

24. February 22, 2007TAG Point Persons23 Sending institution – records office transcript request

25. February 22, 2007TAG Point Persons24 Sending institution – ATC central response

26. February 22, 2007TAG Point Persons25 ATC Central – Login Page

27. February 22, 2007TAG Point Persons26 Welcome Screen

28. February 22, 2007TAG Point Persons27 Select Institution

29. February 22, 2007TAG Point Persons28 Search for Available Transcripts

30. February 22, 2007TAG Point Persons29 View Transcript Details

31. February 22, 2007TAG Point Persons30 XML Transcript

32. February 22, 2007TAG Point Persons31 Screenshot of Draft Formatted Transcript DRAFT

33. February 22, 2007TAG Point Persons32 XML Supplement

34. February 22, 2007TAG Point Persons33 Screen Shot of Draft Formatted Supplement DRAFT

35. February 22, 2007TAG Point Persons34 Where are we now – Central Clearinghouse? Completed hardware and software procurement Completed hardware and software procurement Have implemented 3 development and test environments at Regents Have implemented 3 development and test environments at Regents Have started planning for hosting production environment Have started planning for hosting production environment Established development and testing infrastructure Established development and testing infrastructure

36. February 22, 2007TAG Point Persons35 Deployment strategy considerations Which institutions will go into production use first? Which institutions will go into production use first? –What is the level of readiness? Technology Technology Business Processes Business Processes –What is the level of interest? –What software platform is being used? –How is transfer evaluation done today? –What third party products are in use? –What SIS are in use? –Are there any SIS changes or upgrades planned? Which institutions will be part of the pilots? Which institutions will be part of the pilots?

37. February 22, 2007TAG Point Persons36 Student information systems

38. February 22, 2007TAG Point Persons37 SIS Considerations Known Changes Known Changes –1 CAST to Jenzabar –1 AMS to PeopleSoft – 1/09 –1 AMS to TBD (RFP) –1 Homegrown to Datatel – 2/07 –1 Homegrown to PeopleSoft - 2009 –1 Jenzabar TE to TBD – Fall 2008 –1 COCO to Banner – 1/2008 –1 COCO to Datatel - TBD Native PESC XML Support Native PESC XML Support –Banner 7.3

39. February 22, 2007TAG Point Persons38 Institutional support so far Established 3 centers focused on institutional software development needs Established 3 centers focused on institutional software development needs Worked with 2 other institutions to validate transcripts Worked with 2 other institutions to validate transcripts Initiated bi-weekly communications with SIS center leads Initiated bi-weekly communications with SIS center leads Initiated monthly communications with all institutions to facilitate the technical implementation as well business process redevelopment Initiated monthly communications with all institutions to facilitate the technical implementation as well business process redevelopment –Will go to bi-weekly Added Regents staff to assist institutions with testing and support. Added Regents staff to assist institutions with testing and support.

40. February 22, 2007TAG Point Persons39 Send Paper TranscriptsPaper Transcripts Move Receive and Process Paper Transcripts Send Electronic Transcripts (Web Page, Web Service) Process Paper Transcripts XML Transcript ATC Central Receive Electronic Transcript (Web Page) Send Electronic Transcripts (Web Service) Process XML Transcripts XML Transcript ATC Central Receive Electronic Transcript (Web Service) Institutional Process Evolution

41. February 22, 2007TAG Point Persons40 Institutional implementation needs Identify single point of contact for all ATC implementation matters Identify single point of contact for all ATC implementation matters Document existing business processes Document existing business processes –Send transcript –Receive transcript –Received-transcript processing Identify needed changes to sending and receiving processes Identify needed changes to sending and receiving processes Document institutional project implementation plan and merge with ATC Central implementation plan Document institutional project implementation plan and merge with ATC Central implementation plan

42. February 22, 2007TAG Point Persons41 Future Opportunities and Expansions? Other Articulation and Transfer Tools Will Reside on the New Architecture Other Articulation and Transfer Tools Will Reside on the New Architecture –Course Materials Submission –Course Material Reviews –Student and Advisor Support Tools –Campus Self-Configuration Migrate BOR Data Collection and Queries to New Architecture Migrate BOR Data Collection and Queries to New Architecture Implement Other OSC Initiatives on New Architecture Implement Other OSC Initiatives on New Architecture Career/Technical Schools Career/Technical Schools Certificate Programs Certificate Programs Private Institutions Private Institutions High Schools High Schools Out of State Neighboring Institutions Out of State Neighboring Institutions

43. February 22, 2007TAG Point Persons42 Thank-you!